See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,302 | $53,412-91.9% | $68,509-93.7% | $52,331-91.8% |
| Participation rate | 58.3% | 71.7%-13.4pp | 74.7%-16.5pp | 68.1%-9.9pp |
| Annual return | -8.42% | 3.42%-11.8pp | 8.27%-16.7pp | 4.54%-13.0pp |
| Employer contribution / active EE | $673 | $1,607-58.1% | $2,278-70.4% | $1,882-64.2% |
| Participant deferral / active EE | $2,121 | $2,688-21.1% | $3,382-37.3% | $3,022-29.8% |
| Admin fee / account holder | $101 | $461-78.0% | $5,275-98.1% | $592-82.9% |